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Regions Financial

792 hedge funds and large institutions have $12.6B invested in Regions Financial in 2023 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 275 increasing their positions, 283 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 67

1% more funds holding

Funds holding: 786792 (+6)

0.5% more ownership

Funds ownership: 77.14%77.65% (+0.5%)

3% less capital invested

Capital invested by funds: $12.9B → $12.6B (-$344M)

3% less repeat investments, than reductions

Existing positions increased: 275 | Existing positions reduced: 283

11% less call options, than puts

Call options by funds: $78M | Put options by funds: $88M

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
792
Holders Change
+6
Holders Change %
+0.76%
% of All Funds
12.57%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
85
Increased
275
Reduced
283
Closed
67
Calls
$78M
Puts
$88M
Net Calls
-$9.93M
Net Calls Change
+$2.41M
Name Holding Trade Value Shares
Change
Change in
Stake
BW
501
BIP Wealth
Georgia
$308K -$11.7K -620 -3%
FA
502
FDx Advisors
Illinois
$306K +$337K +17,809 New
EI
503
Ellevest Inc
New York
$303K -$28K -1,477 -8%
VI
504
Versor Investments
New York
$299K +$330K +17,400 New
LSAG
505
Lake Street Advisors Group
New Hampshire
$296K +$3.09K +163 +1%
CCA
506
Cravens & Co Advisors
Tennessee
$296K
TNB
507
Thomasville National Bank
Georgia
$292K -$18.9K -1,000 -6%
FIA
508
FNY Investment Advisers
New York
$292K +$265K +14,000 +467%
CTC
509
Central Trust Company
Missouri
$292K -$12K -635 -4%
SNB
510
Security National Bank
Nebraska
$288K
BWM
511
BCS Wealth Management
Tennessee
$286K +$208 +11 +0.1%
BRWA
512
B. Riley Wealth Advisors
Florida
$283K -$55.9K -2,952 -15%
GS
513
GTS Securities
New York
$281K +$310K +16,363 New
RP
514
Rowlandmiller & Partners
Georgia
$281K
HSG
515
Helen Stephens Group
Texas
$275K +$3.28K +173 +1%
MCA
516
Magnolia Capital Advisors
Mississippi
$274K -$68.6K -3,621 -16%
BMA
517
Brooks Moore & Associates
Tennessee
$272K
EWA
518
EverSource Wealth Advisors
Alabama
$271K -$18.3K -965 -6%
FG
519
Fiduciary Group
Georgia
$271K +$4.55K +240 +2%
CGA
520
Crescent Grove Advisors
Illinois
$270K
AF
521
Advisornet Financial
Minnesota
$268K -$1.44K -76 -0.5%
NHC
522
Nicholas Hoffman & Company
Georgia
$265K
ECG
523
Edge Capital Group
Georgia
$262K
MPI
524
Mairs & Power Inc
Minnesota
$258K
PVM
525
Palogic Value Management
Texas
$258K

RF Hedge Fund Activity: Q3 2023 in Review

792 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Regions Financial (RF) for Q3 2023, worth a combined $12.6B — down 2.7% from $12.9B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new RF positions and 67 closed out — a net gain of 18 holders — while 275 added to existing stakes and 283 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $78.8M. The largest seller was Amundi, cutting an estimated $81.7M.

  • 792 institutional investors held Regions Financial (RF) as of Q3 2023, up from 786 in Q2 2023.
  • Funds reported $12.6B of Regions Financial stock for Q3 2023, down 2.7% quarter-over-quarter.
  • 85 funds opened new Regions Financial positions in Q3 2023 and 67 closed out, a net change of +18 holders.
  • The largest Regions Financial buyer in Q3 2023 was Wellington Management Group, an estimated $78.8M added.
  • The largest Regions Financial seller in Q3 2023 was Amundi, an estimated $81.7M sold.

Based on aggregated 13F filings for Q3 2023.